Waller Financial Planning Group Inc. Has $22.33 Million Stock Holdings in iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Waller Financial Planning Group Inc. raised its stake in shares of iShares Investment Grade Bond Factor ETF (BATS:IGEB) by 3.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 503,315 shares of the company’s stock after acquiring an additional 15,878 shares during the period. iShares Investment Grade Bond Factor ETF comprises approximately 5.6% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 7th largest holding. Waller Financial Planning Group Inc. owned 3.32% of iShares Investment Grade Bond Factor ETF worth $22,327,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the company. Coldstream Capital Management Inc. increased its stake in iShares Investment Grade Bond Factor ETF by 4.8% in the third quarter. Coldstream Capital Management Inc. now owns 5,355 shares of the company’s stock valued at $249,000 after acquiring an additional 243 shares during the last quarter. Bay Harbor Wealth Management LLC increased its position in shares of iShares Investment Grade Bond Factor ETF by 1.2% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 26,775 shares of the company’s stock valued at $1,244,000 after purchasing an additional 329 shares during the last quarter. National Bank of Canada FI raised its holdings in shares of iShares Investment Grade Bond Factor ETF by 3.8% during the 2nd quarter. National Bank of Canada FI now owns 11,233 shares of the company’s stock valued at $498,000 after buying an additional 407 shares in the last quarter. US Bancorp DE lifted its position in iShares Investment Grade Bond Factor ETF by 0.6% in the 3rd quarter. US Bancorp DE now owns 83,887 shares of the company’s stock worth $3,898,000 after buying an additional 540 shares during the last quarter. Finally, Vertex Planning Partners LLC boosted its stake in iShares Investment Grade Bond Factor ETF by 6.1% in the third quarter. Vertex Planning Partners LLC now owns 9,578 shares of the company’s stock worth $445,000 after buying an additional 548 shares in the last quarter.

iShares Investment Grade Bond Factor ETF Stock Up 0.0 %

BATS IGEB traded up $0.01 on Friday, reaching $44.37. 145,293 shares of the company’s stock traded hands. The stock has a 50-day simple moving average of $44.97 and a 200 day simple moving average of $45.32. iShares Investment Grade Bond Factor ETF has a 12 month low of $48.61 and a 12 month high of $50.95.

iShares Investment Grade Bond Factor ETF Company Profile

The iShares Investment Grade Bond Factor ETF (IGEB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a broad-maturity, multi-factor, investment-grade bond index. The index selects and weights bonds based on default probability, default-adjusted spreads, and volatility.